+2347084954419info@muteswancapital.com Click here to visit Ghana website
Muteswan Capital Limited > Educational Trust Account

Educational Trust Account

MS EduTrust is a long-term investment fund that affords parents and guardians the opportunity to invest in trust towards the future educational needs of their children. Its innovative two-tier structure offers you the complete package including: a short-term investment component for current and recurring educational needs, and a long-term investment component for future educational needs.

The minimum initial investment into MS EduTrust is N15,000 to N20,000. If you opt to do a regular investment plan, the minimum monthly contribution is N7.500.

Tier 1 Fund Details

Asset Allocation Equity 30% Fixed income 70%
Fund Type Balanced Fund
Front Load charge 1% on every deposit
Recommended Holding Period At least 3 months
Minimum Investment ₦15,000
Minimum Monthly Contribution ₦7,000

REPORT: Quarterly Statement.

Tier 2 Fund Details

Asset Allocation Equity 50% Fixed income 50%
Fund Type Balanced Fund
Exit Load charge (Yr1) 5%, (Yr2) 4%, (Yr3) 3% (Yr4) 2%, (Yr5) 1%
Recommended Holding Period At least 5 years
Minimum Investment ₦15,000
Minimum Monthly Contribution ₦7,000

FAQs

1. What is Mute Swan Capital Educational Trust Account?

MS Educational Trust Account (MS EduTrust Account) is a mutual fund created to help parents and guardians invest for their child’s short and long-term educational needs. The account is also ideal for individuals seeking to further their education.

2. Why should I invest in MS EduTrust Account?

• With EduTrust, you can go beyond just hoping for a quality education for you or your child, and enjoy the peace of mind that comes from knowing you are actually taking concrete steps toward achieving that goal.
• Attractive and competitive interest rates
• Pool of asset with other investors to enjoy higher returns from variety of investments that may not be available to you as an individual investor.

3. What is the minimum investment amount in MS EduTrust?

The minimum initial investment into EduTrust is ₦15,000. If you opt to do a regular investment plan, the minimum monthly contribution is ₦7,500.

4. How old do I need to be to invest in EduTrust Account?

Investors must be 18 years or older. Anyone below that age will require a parent or guardian to open the account in trust for him or her. Investors above age 60 can also invest in EduTrust for the same purpose.

5. Can I access the funds in my investment anytime I need money?

Yes. While you can access your funds at any time, it is recommended that each contribution remains in Tier 1 for at least 3 months and at least 5 years in Tier 2 before withdrawing. This is to ensure you can realize potential gains from your money that has been invested.

6. What is the process for making a withdrawal?

Complete a withdrawal form
Present any national identity card to pick your withdrawal after 48 hours
Penalty charges apply on withdrawal for Tier 1 before 3 months and for Tier 2 before 5 years.

Our Products

DOWNLOADABLE FORMS Download word file format of forms.

Need Help ?

Please feel free to contact us. We will get back to you with 1-2 business days. Or just call us now

+2347084954419
info@muteswancapital.com

Get A Quote

Share This